EverSource Wealth Advisors, LLC

Position in FSV — FirstService Corp

CIK 1710537 BIRMINGHAM, AL

Position in FSV

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$44,875

-$8,312 QoQ

Shares Held

323

-5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $1,600,627 across 25 Real Estate Services names. FSV ranks #7 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc.	5,712	$773,741
2	JLL	Jones Lang Lasalle Inc	990	$301,269
3	CSGP	Costar Group, Inc.	2,721	$109,759
4	BEKE	KE Holdings Inc.	5,647	$84,531
5	COMP	Compass, Inc.	9,779	$71,481
6	AGNT	AGNT, Inc.	11,081	$66,372
7	FSV	FirstService Corp This page	323	$44,875
8	CIGI	Colliers International Group Inc.	313	$33,453

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$44,875	323	-5.6%	Shares	Sole	2026-05-18
2025-12-31	$53,187	342	-9.5%	Shares	Sole	2026-02-06
2025-09-30	$72,003	378	+3.6%	Shares	Sole	2025-11-10
2025-06-30	$63,734	365	+400.0%	Shares	Sole	2025-08-13
2025-03-31	$12,113	73	+58.7%	Shares	Sole	2025-05-13
2024-12-31	$8,326	46	+43.8%	Shares	Sole	2025-02-10
2024-09-30	$5,837	32	-56.2%	Shares	Sole	2024-11-08
2024-06-30	$11,121	73	-42.1%	Shares	Sole	2024-08-13
2024-03-31	$20,890	126	+21.2%	Shares	Sole	2024-06-11
2023-12-31	$16,856	104	-66.9%	Shares	Sole	2024-02-09
2023-09-30	$45,699	314	+18.9%	Shares	Sole	2023-11-03
2023-06-30	$40,679	264	-46.5%	Shares	Sole	2023-08-04
2022-06-30	$59,751	493	—	Shares	Sole	2022-08-01
No filing history on record for this holder in this stock.